Our Services
The Summit IR Group guides its clients through a maze of complex issues in an increasingly fast paced market. Our senior–level counsel provides companies with a perspective on the Street’s view of the company and the issues it faces, as well as the experience and expertise to execute a program responsive to those issues. We have also worked on the front lines of the sustainability compliance trends, helping companies achieve significant improvement in the ratings with the primary sustainability ratings agencies.
By drawing on our investor relations experience, we offer IR counsel on a variety of investor communications issues relevant to public and private companies. By working closely with our clients, we deliver the best possible solutions for communicating important issues affecting their relationship with the Street.
Public Company Services
Some of the services we provide to public companies include:
- Buy-side Targeting
- Sell-side Targeting
- Road Show Planning and Execution
- Quarterly Earnings Call Preparation
- Financial Community Introductions and Relationship-Building
- Serve as the Company’s Advocate with the Investment Community
- Day-to-Day IR Support
- Investor Conference Targeting
- Peer Analysis & Competitor Updates
- Message Development
- Database Creation and Management
- Investor Presentation Development
- Analyst Day Coordination
- Website Analysis and Recommendations
- IR-Related Vendor Management
- “Best Practices” Standards
Private Company and IPO Services
The IPO is a significant event for any company and Summit IR Group has worked with companies engaged in the IPO process. Selected activities to support an IPO and post-IPO communications program include:
- Develop IR infrastructure and manage internal processes
- Create recommended 6-to-12-month IR plan
- Investment community positioning
- Advisory on disclosure policy, quiet period, spokespeople and employee communications
- Create the initial IR portion of website, maintain updates
- Determine appropriate metrics to disclose to the financial community
- Investor meeting and Q&A preparation
- Conduct peer analysis
- Create buy-side and sell-side target lists
- Assist in selection of vendors for conference call, website, webcast
- Conduct post IPO perception study
Connect with Summit IR Group
Ready to elevate your investor relations strategy? Contact us today to learn how Summit IR Group can help you achieve your financial communication goals. Our team of experts is here to provide you with the insights and support you need to succeed in the competitive market. Don’t miss out on the opportunity to partner with a leading Silicon Valley firm.